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Skillful Insurance Broker resume

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Bachelor of Science : Finance, 2017 San Diego State University San Diego, CA
To get a full-time position as a Border Patrol agent. 
Financial Professional Associate
May 2017 to Current
Prudential Insurance Company of America | Jay Finger San Diego, CA
  • Develop and maintain long-term relationships with new and existing clients 
  • Solicit prospective clients to go over their insurance, retirement, and investment needs
  • Service existing clients to ensure proper insurance and investment needs
  • Maintain ever-changing product and service knowledge within the industry
Insurance Broker
May 2016 to January 2017
Freeway Insurance Services San Diego, CA
  • Brought in over $500,000 of continually growing new client business
  • Among the top agents in the company for broker fee average
  • Built rapport and started new business with customers shopping various companies
  • Averaged 100 outbound calls and three new clients per day
  • Maintained knowledge of over 40 company and program guidelines for proper underwriting
Food Beverage Associate
July 2013 to October 2014
Sycuan Casino El Cajon, CA
  • Maintained customer satisfaction in a hall of 1,000 guests
  • Worked and communicated as a team to serve customers in a timely manner with little to no supervision
  • Reported quality control, inventory management, and product deliveries based on sales reports
Restaurant Team Member
June 2012 to July 2013
Chipotle Mexican Grill Santee, CA
  • Provided excellent customer service and personalized the experience 
  • Prepared food as needed and properly replenished items based on flow of customers
  • Maintained quick yet efficient safety, food quality, and sanitation standards

Overnight stocker
June 2011 to December 2011
The Home Depot El Cajon, CA
  • Stocked overhead bays and replenished products low in volume
  • Maintained knowledge of locations and products to assist customers during store hours
Merchandise and Customer Assistant
July 2010 to March 2011
Sears El Cajon, CA
  • Maintained  product and promotional knowledge to assist customers
  • Handled cash, credit, and check transactions on the POS system
  • Accounted for inventory and requested product deliveries based on sales reports
Student worker
May 2008 to September 2008
Port of San Diego San Diego, CA
  • Collected waste on Port of San Diego sites and transported it to the Waste Management facility
  • Maintained directional knowledge for the public when working out in the field
  • Alternative tasks were filing papers, maintaining a clean auto shop, cleaning trucks thoroughly, and heavy lifting
Bilingual Spanish/English

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Job-winning Insurance Broker resume

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Professional Certifications
New York State Class B CDL Drivers License
Work History
Construction Laborer Pretee Construction - College Point, NY 01/2018 - 02/2019
  • Worked independently in fast-paced environment while meeting productivity and quality expectations.
  • Loaded and unloaded building materials used for construction.
  • Performed basic machine set up.
  • Mixed and poured and concrete, and asphalt.
  • Informed supervisors when machines needed major service.
  • Promoted safety by working in a safe manner.
Licensed Insurance Broker And Agent Allstate: Frank Tinelli Agency/ The Woodside NY Agency - Levittown/Woodside, NY 01/2013 - 08/2018
  • Responsible for sales of Personal and Commercial insurance.
  • Responsible with handling of client account and financial information.
  • Adjust claims for clients and collect premiums.
  • Provide clients with information on new and existing products and services.
  • Task with networking and creating leads, as well as future business development.
Bartender Sangria Tapas & Wine - Bayside, NY 10/2016 - Current
  • Perform all bartending and bar back duties during peak business hours
  • Managed inventory and incoming delivery orders
  • Prepped the bar for daily activities 
  • Valid New York State CDL driver's license
  • Proficient in operating vehicles 26,000 lbs or heavier
  • Capable of heavy lifting
  • Works well independently or in a team environment
  • Basic math and measuring aptitude
  • Dependable and reliable
  • Effective at multi-tasking

Bachelor of Arts: Economics Queens College - NY 5/15
Economics Major and Minored in Business and Liberal Arts Honor Program

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Experienced Insurance Broker resume

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Professional Summary
As sales manager I drove my team to achieve office record-setting revenue gains. Managed 3 agents, generating more than $50,000 in revenue per month. Highly motivated sales associate with extensive customer service and sales experience. Friendly and reliable customer service professional skilled in achieving sales targets in high-end merchandise environments.
Work History
Office Manager, 07/2014 to 08/2015
Premier Insurance Services San Diego, CA
  • Supervised a sales force of 3 sales associates.
  • Supported the sales team in writing and closing policies.
  • Trained all incoming sales team members.
  • Promptly resolved all customer requests, questions and complaints.
  • Maintained knowledge of current sales and promotions, policies regarding payment and exchanges and security practices.
Direct Energy Consultant, 03/2015 to 05/2015
Empire, CA
  • Contacted new and existing customers to discuss how their needs could be met through specific products and services.
  • Quoted prices, credit terms and other bid specifications.
  • Selected the correct products based on customer needs, product specifications and applicable regulations.
  • Attended monthly sales meetings and quarterly sales trainings.
  • Researched and customized service proposals for clients.
Insurance Broker, 01/2014 to 07/2014
Premier Insurance Services San Diego, CA
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Consistently hit and exceeded sales goals by 20%.
  • Contacted customers by phone and email in response to inquiries.
  • Closed an average of 215 sales calls each quarter, 18 sales a week avg.
  • Made 200 + calls daily.
  • Responsible for distributing $5,000 in leads monthly.
  • Brought in $57,000 in revenue quarterly.
Insurance Broker, 04/2012 to 01/2014
Freeway Insurance Chula Vista, CA
  • Closed an average of 180 sales calls each quarter.
  • Sold 15 Policies per week.
  • brought in $40,000 quarterly.
  • Made 100 + calls daily.
  • Coordinated between billing department and customers to resolve problems.
  • Worked night and weekend shifts during holiday season.
  • Recommended coverages to customers based on their needs and preferences.
  • Built relationships with customers to increase likelihood of repeat business.
Loan Broker, 10/2011 to 03/2012
King Pawn Broker, 01/2011 to 10/2011
Salvation Army San Diego, CA
  • Greeted customers in a timely fashion while quickly determining their needs.
  • Responded to all customer inquiries thoroughly and professionally.
  • Placed special merchandise orders for customer.
  • Listed/Priced/Shipped items on ebay, Processed cash and credit payments rapidly and accurately.
  • Contacted other store locations to determine merchandise availability.
  • Earned management trust by serving as key holder, responsibly opening and closing store.
  • Maintained cleanliness and presentation of stock room and production floor.
Insurance, 2012
Mike Russ Business School - San Diego, CA
Business Management, San Diego City College - San Diego, CA
High School Diploma: 2010
Mar Vista High - Imperial Beach, CA
Bi-lingual (Spanish) Detail oriented